CSC

Caldwell Sutter Capital Portfolio holdings

AUM $218M
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1 +$488K
2 +$414K
3 +$348K
4
EQC
Equity Commonwealth
EQC
+$320K
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$173K

Top Sells

1 +$722K
2 +$375K
3 +$247K
4
COST icon
Costco
COST
+$235K
5
PFE icon
Pfizer
PFE
+$226K

Sector Composition

1 Financials 23.7%
2 Technology 12.62%
3 Industrials 11.97%
4 Consumer Staples 7.48%
5 Energy 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9.83K ﹤0.01%
320
+176
552
$9.69K ﹤0.01%
453
+73
553
$9.62K ﹤0.01%
750
554
$9.5K ﹤0.01%
33
555
$9.49K ﹤0.01%
197
556
$9.4K ﹤0.01%
100
557
$9.39K ﹤0.01%
18
558
$9.34K ﹤0.01%
86
559
$9.27K ﹤0.01%
52
560
$9.26K ﹤0.01%
167
561
$9.23K ﹤0.01%
25
562
$9.1K ﹤0.01%
79
563
$9.09K ﹤0.01%
125
-100
564
$9.04K ﹤0.01%
241
+30
565
$8.93K ﹤0.01%
100
566
$8.86K ﹤0.01%
22
567
$8.85K ﹤0.01%
350
568
$8.55K ﹤0.01%
15
569
$8.54K ﹤0.01%
642
+165
570
$8.41K ﹤0.01%
65
571
$8.4K ﹤0.01%
900
572
$8.33K ﹤0.01%
166
573
$8.27K ﹤0.01%
270
574
$8.18K ﹤0.01%
1
575
$8.15K ﹤0.01%
50